See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,086 | $95,862+59.7% | $79,550+92.4% | $134,475+13.8% |
| Participation rate | 65.0% | 75.0%-10.0pp | 69.5%-4.5pp | 81.2%-16.2pp |
| Annual return | -18.91% | -2.69%-16.2pp | 0.16%-19.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,489 | $3,128-20.4% | $2,413+3.1% | $4,740-47.5% |
| Participant deferral / active EE | $6,814 | $4,693+45.2% | $3,985+71.0% | $6,400+6.5% |
| Admin fee / account holder | $2,861 | $9,126-68.7% | $6,832-58.1% | $11,426-75.0% |